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Synergy Investment Management’s Kohl's KSS Stock Holding History

Synergy Investment Management’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-60
Closed -$842 – 635
2024
Q4 		$842 Buy
+60
New +$1.03K ﹤0.01% 608

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Synergy Investment Management's KSS Position: Q1 2025 in Review

Synergy Investment Management sold out of Kohl's (KSS) in Q1 2025, closing a stake of 60 shares — an estimated $842 sold.

Synergy Investment Management first reported a position in KSS in Q4 2024 and held it in 1 quarter. The position peaked at $842 in Q4 2024. 340 funds tracked by Wall St. Rank hold KSS as of Q1 2025.

  • Synergy Investment Management reported no remaining Kohl's position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 60 Kohl's shares in Q1 2025, an estimated $842.
  • Synergy Investment Management first reported a position in Kohl's in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Kohl's position peaked at $842 in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Kohl's as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.